Donaldson Company Inc（DCI）の財務DCIDonaldson Company Inc

Donaldson Company, Inc. (DCI) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Aftermarket, accounting for 50.0% of total sales, equivalent to $497.60M. Other significant revenue streams include Industrial Filtration Solutions and Off-Road. Understanding this composition is critical for investors evaluating how DCI navigates market cycles within the Environmental Services & Equipment industry.

Evaluating the bottom line, Donaldson Company, Inc. maintains a gross margin of 36.26%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 16.68%, while the net margin is 12.21%. These profitability ratios, combined with a Return on Equity (ROE) of 28.20%, provide a clear picture of how effectively DCI converts its operational activities into shareholder value.

In the context of the broader market, DCI competes directly with industry leaders such as ALSN and ALV. With a market capitalization of $11.12B, it holds a leading position in the sector. When comparing efficiency, DCI's gross margin of 36.26% stands against ALSN's 32.89% and ALV's 18.02%. Such benchmarking helps identify whether Donaldson Company, Inc. is trading at a premium or discount relative to its financial performance.

In fiscal 2026, Donaldson reported total sales of $3.9 billion, a 5% increase year-over-year. The adjusted EPS for Q4 was $1.15, a 12% increase, and the gross margin improved to 36.7%.